Unemployment Insurance Drops to Lowest since Sept. 2024, Layoffs Are Low, Show No Signs of Weak Labor Market by Wolf Richter • Jan 29, 2026 • 25 Comments Despite corporate announcements of global layoffs, including of remote workers (while hiring through the other door).
Fed Refuses to Cut, Shifts Hawkish in the Statement, with Two Dissenters by Wolf Richter • Jan 28, 2026 • 146 Comments “Everything comes in suggesting that this year starts off on a solid footing for growth”: Powell in the press conference.
Population Growth Slows to Crawl, Net Migration May Turn “Negative”: Census Bureau’s New Population Estimates by Wolf Richter • Jan 27, 2026 • 150 Comments Hugely important for housing, employment, and consumer spending.
Hard to Imagine an Economic Slowdown until this Business Investment Boom Fizzles. Core Capital Goods Orders Show Why by Wolf Richter • Jan 26, 2026 • 132 Comments The five-month surge is a sign of strong business investment, partly driven by the AI infrastructure buildout.
US Government Struggles to Keep a Lid on 10-Year Treasury Yield and Mortgage Rates by Wolf Richter • Jan 25, 2026 • 108 Comments The “rate check” on Friday to put a floor under the yen was the latest step.
Americans’ Incomes from Wages & Salaries, Businesses & Farms, Rentals, Dividends & Interest, and Transfer Receipts by Wolf Richter • Jan 23, 2026 • 110 Comments But their massive capital gains, realized and unrealized, are not included here.
New-Vehicle Sales in California, 2025: Tesla Loses Ground, Toyota Widens Lead, Honda Passes Tesla, but Model Y still #1 Bestseller by Far by Wolf Richter • Jan 22, 2026 • 75 Comments ICE vehicle sales dropped 28% from 2017 peak, while EV sales soared 648% over same period.
Inflation-Adjusted Consumer Spending, Incomes, and Government Transfer Receipts by Wolf Richter • Jan 22, 2026 • 62 Comments Consumers may be in a foul mood, but they’re making money and are spending it, and are still saving some.
Pending Home Sales Plunge across the US. Midwest Sees Worst Sales on Record, Northeast 2nd Worst by Wolf Richter • Jan 21, 2026 • 134 Comments For the US overall, worst sales for any December on record. The housing market took a bad turn, from already low levels.
Japanese Government 30-Year Yield Explodes after Threats of Increased Spending & Tax Cuts: Bond Vigilantes Rising from their Graves? by Wolf Richter • Jan 20, 2026 • 59 Comments A bond market as strung out as Japan’s doesn’t want to hear about spending increases accompanied by tax cuts when inflation is already 3%.
